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First Trust DW Momtm & LOW (DVOL)

CUSIP: 33741L108 | NYSE | 106 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Csenge Advisory Group907,235
1.3% of portfolio›$31.8M
Nilsine Partners, LLC38,978
0.1% of portfolio›$1.4M
Balefire, LLC32,372
0.2% of portfolio›$1.1M
Prospera Financial Services Inc28,508
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.18,657
0.0% of portfolio›$654.0K
Sigma Planning Corp15,920
0.0% of portfolio›$558.4K
Farther Finance Advisors, LLC13,022
0.0% of portfolio›$456.8K
Fifth Third Bancorp9,895
0.0% of portfolio›$347.1K
Concurrent Investment Advisors, LLC7,701
0.0% of portfolio›$270.1K
Koshinski Asset Management, Inc.7,200
0.0% of portfolio›$252.5K
Private Trust Co NA6,578
0.0% of portfolio›$230.7K
MTM Investment Management, LLC6,260
0.1% of portfolio›$219.6K
Weaver Consulting Group5,738
0.0% of portfolio›$201.3K
Hilton Head Capital Partners, LLC251
0.0% of portfolio›$8.8K
Spire Wealth Management150
0.0% of portfolio›$5.3K
Creative Financial Designs Inc63
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Csenge Advisory Group
907,235$31.8M1.3%ETFMediumClearwater, FL2026-11-04
Nilsine Partners, LLC
38,978$1.4M0.1%CoreMediumGreenwood Village, CO2026-11-02
Balefire, LLC
32,372$1.1M0.2%ETFMediumDallas, TX2026-10-09
Prospera Financial Services Inc
28,508$1.0M0.0%CoreMediumDallas, TX2026-11-04
Cambridge Investment Research Advisors, Inc.
18,657$654.0K0.0%ETFLowFairfield, IA2026-11-02
Sigma Planning Corp
15,920$558.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Farther Finance Advisors, LLC
13,022$456.8K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
9,895$347.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Concurrent Investment Advisors, LLC
7,701$270.1K0.0%GrowthMediumTampa, FL2026-10-16
Koshinski Asset Management, Inc.
7,200$252.5K0.0%ETFLowDecatur, IL2026-10-29
Private Trust Co NA
6,578$230.7K0.0%CoreLowCleveland, OH2026-10-20
MTM Investment Management, LLC
6,260$219.6K0.1%CoreVery LowSpartanburg, SC2026-10-30
Weaver Consulting Group
5,738$201.3K0.0%ETFLowHuntington Beach, CA2026-10-07
Hilton Head Capital Partners, LLC
251$8.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
Spire Wealth Management
150$5.3K0.0%GrowthMediumMclean, VA2026-10-30
Creative Financial Designs Inc
63$2.2K0.0%ETFMediumKokomo, IN2026-11-04